Frank Rimerman Advisors LLC Raises Position in Eli Lilly and Company $LLY

Frank Rimerman Advisors LLC boosted its holdings in Eli Lilly and Company (NYSE:LLY) by 27.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 10,792 shares of the company’s stock after purchasing an additional 2,295 shares during the period. Eli Lilly and Company comprises approximately 0.7% of Frank Rimerman Advisors LLC’s portfolio, making the stock its 17th largest holding. Frank Rimerman Advisors LLC’s holdings in Eli Lilly and Company were worth $11,598,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in LLY. Vanguard Group Inc. increased its holdings in shares of Eli Lilly and Company by 0.7% in the third quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock worth $61,771,785,000 after buying an additional 551,659 shares during the period. State Street Corp boosted its holdings in Eli Lilly and Company by 0.6% during the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company’s stock valued at $26,496,364,000 after acquiring an additional 219,590 shares during the period. Capital Research Global Investors boosted its holdings in Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after acquiring an additional 4,332,008 shares during the period. Wellington Management Group LLP grew its position in Eli Lilly and Company by 4.1% during the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company’s stock worth $11,112,164,000 after acquiring an additional 574,229 shares during the last quarter. Finally, Capital International Investors grew its position in Eli Lilly and Company by 6.1% during the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock worth $7,628,447,000 after acquiring an additional 579,381 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the company. Guggenheim lowered their price objective on Eli Lilly and Company from $1,168.00 to $1,163.00 and set a “buy” rating for the company in a research report on Monday, March 30th. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a report on Wednesday, March 18th. Argus lifted their target price on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a research note on Monday, February 9th. Bank of America upped their price target on shares of Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the company a “buy” rating in a report on Thursday. Finally, Barclays started coverage on shares of Eli Lilly and Company in a research report on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 price target for the company. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,222.22.

Key Stories Impacting Eli Lilly and Company

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: FDA approves Foundayo (orforglipron), the first once‑daily oral GLP‑1 for chronic weight management with no food/water restrictions — a commercial launch (April 6) and analyst forecasts point to multi‑billion dollar sales potential that is boosting investor sentiment. Eli Lilly (LLY) Receives FDA Approval for Foundayo Weight Management Pill
• Positive Sentiment: Bank of America and other brokers reiterate buy/raise views and price targets after the approval, calling Foundayo a preferred oral GLP‑1 and lifting upside expectations for LLY. Bank of America sees Eli Lilly’s Foundayo as preferred oral GLP-1
• Positive Sentiment: Wall Street models expect a strong commercial debut (analyst revenue scenarios in the billions for 2026), supporting upside to near‑term sales and valuation. Wall Street sees multi-billion dollar debut for Lilly’s obesity pill
• Positive Sentiment: Lilly’s announced acquisition of Centessa (~$7.8B) diversifies the pipeline into neuroscience and is viewed as strategic for long‑term growth beyond metabolic franchises. Eli Lilly to Acquire Centessa Pharmaceuticals
• Neutral Sentiment: Quiet Phase‑1 readout (LY4060874) — no major surprises reported, so limited immediate stock impact but keeps focus on pipeline cadence. LY4060874 Phase 1 Readout
• Neutral Sentiment: Unusually high options activity noted — signals elevated investor/speculator interest around the approval and upcoming launch, but direction uncertain. Eli Lilly Target of Unusually High Options Trading
• Negative Sentiment: Rival Novo Nordisk released cross‑trial comparisons claiming Wegovy’s oral pill produces greater weight loss and fewer adverse events than Foundayo — intensifies competitive risk and could pressure uptake/pricing. Novo Nordisk Wegovy Data Challenges Foundayo
• Negative Sentiment: Broader competitive pressures in weight‑loss drugs — including Novo price cuts/generics in markets like India — highlight margin and pricing risk across the GLP‑1 category. Novo Nordisk price cuts in India
• Negative Sentiment: Policy and macro risk: proposed US tariffs on branded drugs and recent geopolitical tensions have weighed on pharma stocks, capping LLY’s upside despite product news. Trump Administration Unveils Up to 100% Tariff on Branded Drugs LLY Stock Slips As Geopolitical Tensions Weigh

Eli Lilly and Company Trading Up 0.0%

NYSE:LLY opened at $935.85 on Friday. The company has a 50-day moving average price of $993.66 and a 200-day moving average price of $967.95. The stock has a market cap of $884.21 billion, a price-to-earnings ratio of 40.78, a P/E/G ratio of 1.09 and a beta of 0.51. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. During the same quarter in the previous year, the company earned $5.32 earnings per share. Eli Lilly and Company’s quarterly revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities analysts predict that Eli Lilly and Company will post 23.48 EPS for the current year.

About Eli Lilly and Company

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.